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THE ASSET YOU DIDN’T KNOW YOU NEEDED.

Partner with Financial Advisor Ally to bring more clients to your portfolio. Understanding your clients’ money personalities will help you to pair them with investment opportunities they’ll actually be excited about.

The 5 Money Personalities

It works.

This is the quickest and easiest way to understand your clients’ needs

Financial Advisor Ally has partnered with The 5 Money Personalities in order to streamline your client experience. Our branded assessment lets clients complete it on their own time with the results emailed directly to you!

GETTING STARTED

How It Works

Set yourself apart

  • Start using behavioral finance
  • Match your client’s Money Personalities to satisfying investment approaches
  • Connect in a way that speaks to your client’s personal makeup
FIRST

Acquire new clients

  • Complete our FAA handbook
  • Gain email and mailing examples for prospects
  • Use your branded assessment as a lead generator tool for prospects
SECOND

Retain and grow current clients

  • Re-engage through one-on-one meetings
  • Share snippets of the 5 Money Personalities as you go to spread understanding
  • Add value and a cutting edge to your firm
THIRD

START NOW


Building real relationships

It doesn’t matter how long you’ve known your client; utilizing Financial Advisor Ally allows you to understand them in a new way. Keep track of their information and guide them through the best investments and financial decisions based on their money personalities.

Uncover. Teach. Reveal.

BECOME OUR PARTNER

Tailored to your needs

BECOME A CERTIFIED 5 MONEY PERSONALITIES ADVISOR

$500 START UP
$20 MONTHLY

WHAT DO I RECEIVE WHEN I SIGN UP?

  • UNIQUE, FINANCIAL ASSESSMENT
  • EARN A BADGE FOR YOUR INTERNET/DIGITAL PROFILE TO DISPLAY YOUR FINANCIAL ALLY APTITUDE
  • FINANCIAL ADVISOR ALLY BEST PRACTICES HANDBOOK
  • CERTIFICATION FOR BEING A 5 MONEY PERSONALITIES ADVISOR
  • SAMPLE MARKETING MATERIALS

CLIENTS

We turn your clients into business partners. It’s why people use us

Financial Advisor Ally grows your business, portfolio, and client relations all in one. What’s stopping you from investing in yourself?

Contact Us